NVDA directional thesis
Even in a chip shortage where rivals soak up overflow demand, the general-purpose GPU still wins the majority of cases, and the stock chart proves who really benefits.
“clearly we're in a shortage and ironically in a shortage it's not the best company who wins. I mean, you can look at Nvidia's stock chart and that tells you it's the second, third, fourth best companies where the demand overflows.”97:52claim_id
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